Profit Sharing · DOL Form 5500 · 2024

Community Foundation of Northwest Indiana, Inc. Profit Sharing Plan

Data updated 2026-07-24

$233M
Total assets: 6,376
Participants: 95th
Percentile by assets: $36,611
Avg per participant

Official DOL plan name: Cfni Retirement Plan · Sponsored by Community Foundation of Northwest Indiana, Inc. · Indiana · Healthcare & Social Assistance

$233M in assets, 6,376 participants

Community Foundation of Northwest Indiana, Inc.'s Cfni Retirement Plan reported $233M in total assets and 6,376 participants in its 2024 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

95th percentile by assets (of 116,472 plans)

Coverage in Indiana

Cfni Retirement Plan covers 6,376 participants in Indiana, 11x the typical Indiana plan (state average ~555 per filing). Assets: $233M.

$233M
total plan assets (2024 EOY): 6,376
covered participants: 95th
percentile by assets (of 116,472 plans): $36,611
avg assets per participant

Cfni Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Cfni Retirement Plan end-of-year assets rose from $206M in the plan year 2023 filing to $233M in the plan year 2024 filing.
Cfni Retirement Plan reported participants rose from 6,110 in the plan year 2023 filing to 6,376 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Indiana

Industry

Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 555 participants across 2,178 plans. Cfni Retirement Plan reports 6,376 participants - 11x that state average ($233M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$206M
Net Assets (End of Year)	$233M
Net Income	$27M
Employer EIN	311128781
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Community Foundation of Northwest Indiana, Inc.)

Total plan assets by year, all Community Foundation of Northwest Indiana, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	13,546	$507M
2023	2	13,677	$597M
2024	2	14,168	$674M

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cfni Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants

University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
Operating Engineers Local 112 Defined Contribution Pension Plan $61M · 966
Indiana Laborers Defined Contribution Trust Fund $60M · 15,644

Compare Cfni Retirement Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Cfni Retirement Plan by total assets, not by location.

Dillon Companies, LLC Employees' Profit Sharing Plan (KS) $234M · 1,850
Iron Workers Defined Contribution Pension Fund Plan (MI) $232M · 5,319
Heat and Frost Insulators Local 34 Pension Fund (MN) $231M · 474
National Roofing Industry Supplemental Pension Plan (MN) $236M · 9,009

Frequently Asked Questions

How did Cfni Retirement Plan assets move in 2024? ▼

Cfni Retirement Plan grew at a solid clip - up 13.2% during 2024, from $206M to $233M. Reported net income was $27M.

How have Community Foundation of Northwest Indiana, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Community Foundation of Northwest Indiana, Inc.'s sponsor-wide assets grew 33.0%, from $507M to $674M.

Where does Cfni Retirement Plan rank by assets among Form 5500 filers? ▼

Cfni Retirement Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Cfni Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Dillon Companies, LLC Employees' Profit Sharing Plan in KS ($234M, 1,850 participants).

Next read for Cfni Retirement Plan

Filing takeaways

Ways to act on Cfni Retirement Plan's numbers.

By total assets, Cfni Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Indiana. Compare plans
Community Foundation of Northwest Indiana, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 311128781.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.